Nathaniel
Yurica

The Institute

CRD#6367654
Investment Advisor
in Denver, CO

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About this Advisor

Nathaniel Yurica is a financial advisor working out of Denver, Colorado with 4 years of relevant experience. Yurica works at The Institute. Their career trajectory has included roles at American River College, Concert Wealth Mgt, Inc, Capital Guardian LLC, International Assets Advisory, LLC, Institute For Wealth Advisors, Inc, Lantern Investments, Inc and Institute For Wealth Management LLC. Yurica maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California. The Institute is a financial advisory firm headquartered in Denver, CO. It has offices in six locations and just three advisors. It oversees $713 million in total assets among its 1,785 accounts, placing it among the bigger firms in the country by assets under management. The firm serves four charities and foundations. Of its 1,785 accounts, 18% are held by high-net-worth clients who have more than $1 million in investable assets. The Institute offers a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees for financial management depend on which services the firm provides the client. Fees billed by The Institute most likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

155 South Madison Street Suite 330
Denver, CO 80209

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The Institute Brokerage Details

Total Assets Under Management

$712,593,815

CO Average: $2,349,664,866
Total Number of Employees

3

CO Average: 28
Total Number of Accounts

1,785

CO Average: 1,101
Average Account Size

$399,212

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Nathaniel Yurica Work History

Nathaniel has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Institute For Wealth Management LLC

2017 - 2019 (2 years)

Institute For Wealth Advisors, Inc

2015 - 2017 (2 years)

Concert Wealth Mgt, Inc

2015 - 2015 (< 1 year)

Capital Guardian LLC

2015 - 2016 (1 year)

International Assets Advisory, LLC

2014 - 2015 (1 year)

Lantern Investments, Inc

2012 - 2015 (3 years)

American River College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nathaniel Yurica to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Institute

Douglas Donnelly
Seattle, WA
Kathy Rowe
Orem, UT
James Donnelly
Seattle, WA
James Marshal
Denver, CO
Victoria Crosby
Seattle, WA
Nathaniel Yurica
Denver, CO
Randall Buck
Denver, CO
Colin Macleod
Seattle, WA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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